10.25 Cement Morning Post: Hubei cement price increases; Cement Evening Post: Shanghai real estate investment increases; production material price changes in October 2024

2024-10-25 07:08:56

What is happening in the cement industry?

1、 Cement Net News: Notice of Cement Price Increase in Eastern Hubei

Cement prices in eastern Hubei are affected by the continuous rise of raw materials and the golden nine silver ten peak seasons, and the rising production costs lead to a strong willingness of enterprises to raise prices. Since the 23rd, the price of bulk cement in Wuhan and its surrounding areas in eastern Hubei has been raised by 50 yuan per ton, and the price of bagged cement has been raised by 30 yuan per ton. However, the overall demand is not good at present, and the actual effect of the price increase still needs to be observed.

2、 10.24 Cement Evening News: Shanghai real estate investment increased by 7.8%; Jiayuan was cancelled to be listed; the first case of beam and air transfer in China

Investment in real estate development in Shanghai increased by 7.8% in the first three quarters, while the sales area of commercial housing decreased by 5.9%. The listing of Jiayuan International was cancelled because it did not publish its financial results. Qichun County, Hubei Province, has successfully implemented the first hollow beam transfer body in China. This 148-meter-long, 9000-ton T-shaped beam rotates 47 degrees counterclockwise and is accurately in place, which promotes the development of regional industrial linkage.

3、 Market price changes of important means of production in the circulation field in mid-October 2024

In mid-October 2024, the market prices of 50 important means of production in 9 categories monitored in the national circulation field fluctuated compared with the first ten days of October, with 13 products rising, 35 prices falling and 2 prices flat. The rise includes some non-ferrous metals, chemical products and non-metallic building materials, while the decline involves ferrous metals, chemical products, agricultural products and other fields. The range of rise and fall is different, reflecting the dynamic changes of market prices.

4、 Notice of the General Office of the Ministry of Emergency Management and the General Office of the General Administration of Financial Supervision on Giving Full Play to the Function of Safety Production Liability Insurance to Help the Three-year Action of Safety Production

The General Office of the Ministry of Emergency Management and the General Office of the General Administration of Financial Supervision issued a circular, emphasizing the need to give full play to the role of safety production liability insurance (safety liability insurance) in the three-year action to tackle the root causes of safety production. Relevant departments and insurance institutions are required to strengthen organizational promotion, concentrate their efforts on investigating hidden dangers of major accidents, strengthen the preventive function of safety liability insurance in advance, and increase the cost of accident prevention services. At the same time, we should strengthen supervision, management and support, ensure the steady progress of the work, promote the level of safety risk management and control of production and business units, and promote the transformation of safety management to pre-prevention.

5、 "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" was solemnly held

On October 24, 2024, the China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference were held in Wuhu, Anhui Province. More than 400 industry leaders and enterprise representatives focused on low-carbon development and green upgrading issues, discussed energy efficiency improvement and application of energy-saving and carbon reduction technologies, and promoted low-carbon transformation of the cement industry. At the conference, Gao Dengbang, president of China Cement Association, stressed the importance of energy conservation and emission reduction, and Zhu Shengli, general manager of Conch Group, shared the group's double-carbon action plan. Experts and scholars put forward the technical path and prospect of carbon reduction in cement industry, the support of digital transformation for green development of the industry, and the impact of alternative fuel use on production performance.

6、 Relevant responsible comrades of the National Development and Reform Commission answered reporters' questions on the Work Program for Improving the Statistical Accounting System for Carbon Emissions

In order to speed up the construction of a sound statistical accounting system for carbon emissions, the National Development and Reform Commission and other departments jointly issued the Work Programme for Improving the Statistical Accounting System for Carbon Emissions. The plan puts forward the short-term goals of consolidating the data base and establishing the annual report system by 2025, as well as the long-term goals of improving the accounting ability and building a complete system from 2026 to 2030. Specific tasks include improving the accounting system at the regional, industrial and enterprise levels, establishing a database, and promoting the application of technology and international cooperation. The next step is to establish a work coordination mechanism, formulate specific plans and promote the implementation of tasks.

7、 Tapai Group Third Quarter 2024 Results Briefing

In the third quarter of 2024, Guangdong Tapai Group Co., Ltd. was affected by the downturn of real estate and infrastructure investment, and the sales volume and price of cement declined, with operating income of 2.930 billion yuan and net profit of 381 million yuan. The sales price of cement decreased by 18.27%, the cost decreased by 11.96%, and the profit level declined year on year. The company alleviated the decline of performance through the increase of securities investment income. In the future, it will strengthen management, reduce costs, improve efficiency and achieve annual goals.

8、 Cement Net Data: Port Coal Price Statistics (10.18-10.24)

On October 24, 2024, the port coal price list showed that the coal prices in the ports around the Bohai Sea, East China and Jiangnei were stable, and the coal prices in some ports changed. Such as: Qinhuangdao Port, Caofeidian Port, such as 5500 kcal coal prices are 860 yuan/ton, flat with last week. However, there was no significant change in the ports of Xiamen and Quanzhou in South China. The price of general bituminous coal at Xinsha Port dropped slightly to 500 yuan/ton, while the price of Australian coal and Indonesian coal dropped slightly. More coal market data can be viewed on the cement big data platform.

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Correlation

Domestic concrete price statistics in September showed that the national concrete price fell by 1.18% annually and 18.44% year-on-year. Prices in most regions have changed to varying degrees, with some regions changing by 0. The ring change is more significant in Hunan, with a decline of 4.07%; the ring change is relatively small in Fujian, with an increase of 0.15%. On a year-on-year basis, the decline in Shaanxi was relatively large, reaching 35.00%, while there was no change in Guizhou. Overall, domestic concrete prices showed a downward trend in September.

2025-10-09 09:01:43

On September 28, the e-commerce platform of China Huadian Group issued a tender announcement for PC general contracting of photovoltaic power generation project of Shougang Group Mining Co., Ltd. and the tenderer was Huadian (Qian'an) New Energy Co., Ltd.

2025-10-07 23:38:14

On September 28, Fuyang Ronglian Photovoltaic Technology Co., Ltd. was filed for bankruptcy by Qiao Gang, a natural person, to the People's Court of Yingquan District, Fuyang City, Anhui Province, with the case number of (2025) Anhui 1204 Poshen No.7.

2025-09-30 15:05:53

On September 28, the Development and Reform Bureau of Kongtong District, Pingliang City, Gansu Province, announced that it had decided to cancel the investment qualification of the 100MW photovoltaic power generation project in Xiamen Township of the State Power Investment Group Aluminum and Electricity Investment Co., Ltd.

2025-09-30 09:11:49

Digital New Energy DataBM. Com has learned that the administrator of Beijing Wanyuan Industrial Co., Ltd. will auction 49% of Inner Mongolia Datang Wanyuan New Energy Co., Ltd. held by Beijing Wanyuan Industrial Co., Ltd. through the litigation asset platform at 10 o'clock on October 6.

2025-09-29 16:52:08

Digital New Energy DataBM. Com has learned that the administrator of Datang Jianshan Tianshuo Arukhorqin Banner New Energy Co., Ltd. will publicly auction assets such as machinery and equipment (photovoltaic power generation equipment), electronic equipment, low-value consumables and raw materials under the name of the company on Taobao Online Judicial Auction Platform at 10 o'clock on September 29.

2025-09-28 17:48:01

This is the third time that China's new photovoltaic installed capacity has declined since May this year.

2025-09-26 11:19:25

"SNEC ES + 11th (2025) International Energy Storage and Battery Technology and Equipment (Shanghai) Conference and Exhibition" and "SNEC H2 + 9th (2025) International Hydrogen Energy and Fuel Cell Technology and Equipment and Application (Shanghai) Conference and Exhibition" (referred to as "SNEC The 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition will be held in Shanghai Pudong Kerry Hotel (1388 Huamu Road, Pudong New Area) and Shanghai New International Expo Center (2345 Longyang Road, Pudong New Area) from October 9 to 12, 2025.

2025-09-25 10:26:30

These things happened in the cement industry today!

2025-09-23 18:01:06

What is happening in the cement industry?

2025-09-21 07:01:13

Jingke Energy lowered its quotation by 0.01-0.03 yuan/W

2025-09-17 15:49:01

On September 17, the 2025 World Energy Storage Conference was held in Ningde. Zeng Yuqun pointed out that China has the most complete and advanced energy storage industry chain in the world and is the largest energy storage market. Last year, the installed capacity of new energy storage exceeded 100 million kilowatt-hours. However, the industry is facing challenges, such as security risks, fierce price competition, false product parameters, technology homogenization, disorderly expansion and so on. He believes that the high-quality development of industry should adhere to the bottom line of safety, build an empirical and credible market environment, strengthen the protection of intellectual property rights, encourage innovation, and the Ningde era has also made many practices.

2025-09-17 13:19:15

On September 12, Guoneng e issued a tender announcement for the EPC general contracting project of Ganluo Phase II Photovoltaic Power Generation Project of Dadu River Company. The tenderer is Guoneng Dadu River New Energy Ganluo Co., Ltd.

2025-09-16 17:44:25

Digital New Energy DataBM. Com has learned that the 100% equity transfer of Fuma (Guangzhou) Photovoltaic Power Generation Co., Ltd. has been pre-listed on September 11, 2025, and the transfer base price has not yet been announced, and the information will be disclosed until October 15.

2025-09-15 17:55:29

On September 12, the announcement of the termination of the general contract for the 5700 kilowatt distributed photovoltaic project of Kashgar yuanfang International Logistics Port in Xinjiang was issued. The reason for termination was that the project was terminated due to the change in the amount of investment in the project.

2025-09-15 17:52:03

In August, industrial solar power increased by 15.9%, and the growth rate slowed down by 12.8 percentage points compared with July. Solar power generation from January to August was 386.7 billion kWh, up 23.4% year-on-year.

2025-09-15 14:36:40

The fire broke out around 4 A. M. and took several hours to extinguish.

2025-09-15 09:02:47

What is happening in the cement industry?

2025-09-15 07:01:16

Digital New Energy DataBM. Com was informed that on September 11, Jiangsu Yongquan Photovoltaic Technology Co., Ltd. was filed for bankruptcy, the court was the Intermediate People's Court of Zhenjiang City, Jiangsu Province, the applicant was Rongma Science and Technology Group Co., Ltd., and the case number was (2025) Su 11.

2025-09-12 15:46:09

Digital New Energy DataBM. Com learned that on September 8, four photovoltaic power generation project owners, such as Nongxian, Ruili City, Dehong Prefecture, Yunnan Province, issued a competitive consultation announcement with a total scale of 171 MW.

2025-09-11 17:45:31

On September 8, the Beijing Property Exchange disclosed that the 9% equity of Dezhou Jusheng New Energy Technology Co., Ltd. (Hereinafter referred to as "Jusheng New Energy") was listed at the transfer base price of 1 yuan, and the transferor was Jiangxi Electric Power Construction Co., Ltd. of China Electric Power Construction Group (hereinafter referred to as "Jiangxi Electric Power Construction").

2025-09-11 16:44:10

The 20-year right to use distributed photovoltaic construction resources on the roofs of 101state-owned assets in Ezhou, Hubei is being transferred

2025-09-11 16:44:03

On September 5, the procurement project of Pingchuan Substation 500000 kW/2 million kWh New Energy Storage Special Action Project (Phase I) in Tuquan County, Xing'an League, Henan Engineering Company of China Electric Power Construction was terminated. The reason for termination is that "the owner of this project requires the commencement date to be advanced, the construction period is urgent, and the content of the bid section needs to be adjusted and re-tendered.". This tender is terminated.

2025-09-11 10:58:56

On the evening of September 10, Jinfeng Science and Technology announced that the company intends to sign the Agreement on Investment and Development of Wind Power Hydrogen Ammonia Alcohol Integration Project with Bayannaoer Municipal People's Government. Goldwind Science and Technology said that it plans to invest in the construction of wind power hydrogen ammonia alcohol project within the jurisdiction of Bayannaoer City, with a total investment of about 18.92 billion yuan. The overall plan of the project is to build 3GW wind power, more than 80% of which is used to electrolyze water to produce green hydrogen, and to produce 600000 tons of green methanol per year and 400000 tons of green ammonia per year by coupling biomass gasification with green hydrogen.

2025-09-11 10:10:35

On September 10, Beijing Energy Group Co., Ltd. held a cadre meeting to announce the decision of the Beijing Municipal Committee and the Municipal Government.

2025-09-11 09:29:04

On September 10, China Nengjian issued a tender announcement for the centralized procurement project of photovoltaic modules in 2025. The tender announcement shows that the total scale of the tender is estimated to be 17 GW, which is divided into 8 packages, covering 182 mm TOPCon components, 210 mm TOPCon components, HJT components and BC components. For this tender, in addition to good reputation and relevant qualifications, the bidder's performance requirements are as follows:

2025-09-10 17:55:52

On September 8, Weining Branch of Bijie Ecological Environment Bureau of Guizhou Province issued the first announcement of public participation in environmental impact assessment of "Weining County 5GW XBC High-efficiency Photovoltaic Cell Production and Construction Project".

2025-09-10 17:34:25

On September 30, the Bureau of Ecology and Environment of Anyang City, Henan Province, held an interview, mainly aiming at the prominent environmental problems of Hubo Cement Group Co., Ltd. (Hereinafter referred to as Hubo Cement), such as illegal use of licensed diesel trucks for transportation, inadequate control of unorganized emissions, and slow progress of ultra-low emissions, requiring the principal responsible persons of Hubo Cement to recognize the grim situation and raise their ideological awareness. Carry out reform, thoroughly investigate and reform, eliminate the use of illegal diesel trucks, implement ultra-low emission transformation with high standards, ensure that the proportion of clean transportation reaches more than 80%, and complete the publicity of ultra-low emission assessment and monitoring by the end of the year. Hou Zhijun, Secretary of the Party Group and Director of the Bureau, presided over the meeting.